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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,924 | $135,905+302.4% | $126,068+333.8% | $198,609+175.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.86% | 14.07%+1.8pp | 15.01%+0.8pp | 202.70%-186.8pp |
| Employer contribution / active EE | $9,189 | $4,245+116.5% | $3,968+131.6% | $5,055+81.8% |
| Participant deferral / active EE | $22,244 | $8,523+161.0% | $8,214+170.8% | $6,977+218.8% |
| Admin fee / account holder | $112,500 | $21,036+434.8% | $18,264+516.0% | $19,030+491.2% |